Plan and prepare for Dynamics 365 Customer Insights in 2023 release wave 1
Important
This content is archived and is not being updated. For the latest documentation, go to What's new in Dynamics 365 Customer Insights. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
Important
The 2023 release wave 1 plan covers all new functionalities planned to be delivered to market from April 2023 to September 2023. In this article, you'll find the product overview and what's new and planned for Dynamics 365 Customer Insights.
Overview
Customers’ expectations have changed. In the present era, customers do business with companies that demonstrate they care about and understand them. They trust companies know them and provide offers and recommendations that speak to them and solve their problems. To earn their loyalty, it is critical that every customer interaction, digital or in person, exceeds expectations.
To do so, companies need to break down silos between departments to connect the dots, unify data, and act as one in delivering valued-based experiences. They also need to leverage and analyze large amounts of data coming from a variety of sources, optimize the quality of the data, and build a real-time and universal picture of their customers, including their needs and behaviors, along with predicting their next actions.
With Customer Insights, data across digital and physical interactions is unified, both in terms of “who that customer is” as well as “what that customer is doing,” and through the use of AI inherently empowers companies to understand customers like never before. Customer Insights provides you with a solution that connects what would otherwise be a set of disconnected and impersonal interactions with a company. With this release, we help you get the most out of your data to drive better business outcomes. You and your entire organization are empowered with limitless customization capabilities through embedded low-code tools made for citizen developers.
AI capabilities also help you unlock advanced insights and use predictive models to proactively engage customers. Customer Insights guided assistance, out-of-the-box machine learning, and custom models enable you to understand the quality of your data, determine factors influencing things such as churn, customer lifetime value, and sentiment as well as conduct advanced analytics that leverages both customer and business operations data.
Our guiding principles are to make your job easier, simplify data management, turn data into insights, and make them available across applications and departments to fuel your personalized experiences and delight your customers in new ways.
For this release, we continue to invest in the following feature themes:
- Customer understanding to help businesses deeply and accurately know their customers.
- Ubiquitous insights to enable data governance and interoperability.
- Copilot and AI innovation to convert your data into insights in minutes.
Updates to Dynamics 365 Customer Insights 2023 release wave 1
Investment areas
Customer understanding
Accelerate time to value by expediting the process to understand your customers deeply and accurately.
By combining quicker out-of-the-box insights, predictions, segments, and measures with seamless extensibility and custom purpose-built machine learning, you can provide collaborative intelligence and deeper insights across the organization.
Ubiquitous insights
Businesses can deliver exceptional experiences by driving influence across all touchpoints with a fully integrated and privacy-compliant data flow across Microsoft Dataverse, Dynamics 365, and Power Platform applications.
Copilot and AI innovation
Harness generative AI using Copilot in Dynamics 365 Customer Insights and have a dialog with your data to get answers in a timely manner, identify new patterns, and benefit from insights previously out of reach.
To learn more about the entire set of capabilities being delivered during this release wave, check out the release plan for Dynamics 365 Customer Insights below:
For application administrators
User-impacting features to the user experience enabled automatically
User-impacting features should be reviewed by application administrators. This facilitates release change management and enables successful onboarding of new capabilities released to market. For the complete list, look for all features tagged "Users, automatically" in the release plan.
Features that must be enabled by application administrators
This release wave contains features that must be enabled or configured by administrators, makers, or business analysts to be available for their users. For the complete list, look for all features tagged "Users by admins, makers, or analysts" in the release plan.
Get the most out of Customer Insights
| Helpful links | Description |
|---|---|
| Release plan | View all capabilities included in the release. |
| Product updates | Stay up to date on latest product updates. |
| Release calendar | Know important release milestones. |
| Licensing | Improve your understanding of how to license Customer Insights. |
| Product documentation | Find documentation for Customer Insights. |
| User community | Engage with Customer Insights experts and peers in the community. |
| Upcoming events | Find and register for in-person and online events. |
| Product trials | Get started with Customer Insights. |